From January 26-28, 1847Financial field leaders gathered in Orlando for the 2026 Field Leader Sales Kick-Off Meeting. It was designed to align leaders around strategy, strengthen relationships across firms, and set the tone for the year ahead. With a strong focus on culture, transparency, and execution, the meeting reinforced what it truly means to be Better Together at 1847Financial.

1847Financial President, Heather Nagengast and Chief Distribution Officer, Jennifer Dorfmeister opened the week by introducing #WinningMixin26, framing 2026 like the start of a new season - one that requires preparation, discipline, and a shared commitment to winning as one team.

Setting the Stage: Strategy, Sales, and Support
The general sessions on Monday established a strong foundation for the week, with conversations centered on recruiting behaviors, advanced sales strategies, underwriting tools, and technology - including ACE, Insight, and the evolving role of AI in supporting growth. These discussions consistently tied back to how 1847Financial enables leaders and financial professionals to work smarter and compete more effectively.

Leadership from Penn Mutual, including Chairman, President, and CEO Dave O’Malley, joined the conversation early in the week, reinforcing partnership, alignment, and open dialogue about the year ahead. That transparency resonated throughout the meeting and was echoed by attendees. As one leader shared, “Attending this conference for the first time was an energizing and inspiring experience. It gave me a meaningful opportunity to connect with leaders across the organization and gain a clear, exciting view of the direction 1847Financial is headed and the momentum driving us forward.”

Deep Dives and Meaningful Dialogue
Tuesday marked a pivotal moment for 1847Financial leaders, with dedicated meetings focused on how we compete, how we grow, and how we retain top talent. The afternoon 1847Financial session brought leaders together for Managing Principal and Managing Director panel discussions, a fireside chat, and an enterprise leadership update covering wealth management, operations, recruiting, marketing, and practice development.

These conversations reinforced the value of collaboration across roles and firms. One participant noted, “One of the highlights of the Sales Kickoff was finally meeting my fellow Practice Development Specialists in person. Being able to collaborate, exchange ideas, and have meaningful conversations around our 2026 goals was incredibly valuable.” Another reflected on the culture that underpins those conversations: “After attending the Field Leadership meeting, I realized our culture is being built from the top down and across our firms with an abundance mentality.”

Culture in Action
While strategy and execution were front and center, the culture of 1847Financial came to life through connection and celebration. From recognizing MVPs at a football-themed awards dinner to networking and team building at Topgolf, leaders had time to connect beyond the agenda. As one Managing Director shared, “I always leave these events feeling rejuvenated and inspired.”

Closing with Purpose
The meeting concluded on Wednesday with a Managing Principal panel focused on the 1847Financial philosophy, reinforcing shared values and long-term vision. The final session brought everyone back together for closing remarks and a keynote on authentic communication and AI, leaving leaders energized and equipped to lead into 2026.

As one team member summarized, “The Field Leader Kick-Off was a powerful reminder that our greatest strength is our people. The collaboration, openness, and shared commitment to growth truly set 1847Financial apart.” Another echoed the sentiment: “When our leaders collaborate and support one another, everyone wins.”

As we move into 2026, the message is clear: when we align around our culture, our strategy, and each other, we are positioned to win ... together.

Because at 1847Financial, we are always Better Together.

#WinningMixin26 #BetterTogether #1847Financial

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